It's Different This Time
with Kevin Muir and Patrick Ceresna
#165 The Trades of March 2020
(guests: Alex Gurevich, Kuppy & Mark Moss)
This week, Patrick Ceresna and Kevin Muir welcome to the show Alex Gurevich to talk about his new book; The Trades of March 2020: A Shield Against Uncertainty. Alex said someone should write a book about the market during the COVID crisis, and when no one else did, Alex stepped up to the plate. If you want to know what it’s like to be a hedge fund manager during a market crisis, then this is the conversation for you. Then Kuppy takes the helm and interviews his buddy Mark Moss to chat markets.
#164 Algorithms for Life
(guest: Jim Leitner)
This week we welcome back to the show, legendary investor Jim Leitner. We have a fascinating discussion about how Jim sees the markets today. He’s definitely changed his tune from the last time he was on the show – believing the Fed has gone from being a tailwind at your back, to a headwind in your face. Jim explains how he is adjusting his portfolio for this new environment.
